Estate Planner

2 months ago


Bognor Regis, United Kingdom Hireo Full time
Job Description

This is a remote position.

Position: Self-Employed Estate Planner
Location: Remote / Home-based
Hours: Flexible – Set Your Own Schedule
Earnings: Uncapped Potential – Keep 100% of Your Fees

Ready to Own Your Career? Join Beacon Advice
If you're a skilled estate planner eager for independence and the freedom to drive your own success, Beacon Advice is the perfect partner. With us, you’re not just an employee; you’re the owner of your own business with unlimited earning potential, the flexibility to set your own schedule, and the full backing of a reputable, supportive network.

Why Partner with Beacon Advice?
  • Earn 100% of Your Fees: No commission cuts, no revenue sharing – you keep every penny you earn.
  • Ultimate Flexibility: Work from anywhere, set your own hours, and create the perfect work-life balance.
  • Client Acquisition Support: We handle marketing and attract clients, so you can focus on providing exceptional service.
  • Continuous Training: Access top-tier training and industry updates to stay at the forefront of estate planning.
  • Community and Collaboration: Join a vibrant network of peers, sharing best practices and advice in a supportive environment.

About the Role
As a Beacon Estate Planner, you’ll have the autonomy to manage your own client relationships while being part of a larger trusted network. You’ll provide clients with guidance on wills, trusts, and estate planning, delivering personalized advice to help secure their legacy. Run your business with confidence, backed by the training, resources, and support Beacon provides.

Key Responsibilities:
  • Guide clients through important estate planning decisions with empathy and expertise.
  • Draft and review key documents such as wills and trusts, ensuring they comply with current laws.
  • Tailor your services to meet each client’s individual goals and needs.
  • Stay updated on estate planning laws and best practices, with training support from Beacon.

Requirements:
  • A minimum of 1 year in estate planning or a related field.
  • Proven ability to create and review wills, trusts, and other estate documents.
  • Excellent communication skills and a passion for delivering top-notch client service.

Take Charge of Your Future with Beacon Advice
If you’re ready to work independently, earn without limits, and enjoy the freedom of a self-employed role – all with the support of a respected network – we invite you to apply today. At Beacon Advice, we’re committed to fostering a diverse and inclusive community, welcoming applicants from all backgrounds.

Make Your Move Today
Step into a role where your career, earnings, and schedule are truly in your hands. Join Beacon Advice and start building the future you deserve

Requirements
Estate planning, wills, trusts, self-employed, legal advice, wealth management, probate, tax planning, lasting power of attorney, client-focused, financial planning.
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